WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$537M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,859
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$32.8M
3
+$23.3M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$18.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$16.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 8.26%
2 Technology 7.22%
3 Financials 7.05%
4 Industrials 6.05%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$27K 0.01%
+803
877
$27K 0.01%
+734
878
$27K 0.01%
+2,154
879
$27K 0.01%
+1,355
880
$27K 0.01%
+600
881
$27K 0.01%
+998
882
$27K 0.01%
+1,644
883
$27K 0.01%
+980
884
$27K 0.01%
+217
885
$27K 0.01%
+690
886
$27K 0.01%
+5,470
887
$27K 0.01%
+505
888
$27K 0.01%
+1,177
889
$27K 0.01%
+587
890
$27K 0.01%
+255
891
$27K 0.01%
+642
892
$26K ﹤0.01%
+2,455
893
$26K ﹤0.01%
+1,000
894
$26K ﹤0.01%
+378
895
$26K ﹤0.01%
+946
896
$26K ﹤0.01%
+2,081
897
$26K ﹤0.01%
+903
898
$26K ﹤0.01%
+2,089
899
$26K ﹤0.01%
+471
900
$26K ﹤0.01%
+681
34 35
36
37 38